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Equities rebounded in July and remained resilient to tariff and trade tensions. Read our recap of the month of July. Highlights include:

• Technology companies make up over $4 trillion in market value.

While everyone knows that we should be saving as much as possible for retirement, we also recognize that this is not always possible. A recent study published by Stanford professor, John Shoven, finds that working longer can be just as effective, if not more so, than saving extra for retirement.

The U.S. Census Bureau has released a new report on millennials. Even though people claim to marry for love, research shows that financial security is a big factor when choosing a spouse. The two biggest finds in the study - millennials are older than previous generations when getting married and the financial status of both parties are equally important.

States depend on revenue from their residents and logically, do not want to lose revenue from high income residents. Many of these residents have threatened to move due to the changes in tax law.

U.S. stock performance 

• U.S. stocks have moved up sharply in the last 3 months.

• The S&P 500’s total return is 5.9% year-to-date.

In the 1992 U.S. presidential campaign, James Carville, a strategist for Bill Clinton coined a phrase that at the time was prescient:  “It’s the economy, stupid.”  Fast forward to today and this seems to be the primary thing most investors are currently paying attention to.  The U.S.

With interest rates still at low levels, many investors struggle to find ways to generate income from their portfolio. For those investors with a large concentration of stock, options may provide a tax-efficient way to generate income and take advantage of a volatile stock market.

Read our recap of June's economic and market activity. Highlights include:

• Trade and tariff disputes upset the market.

• The Federal Reserve raised the federal funds rate 0.25% increasing it to 2.00%.

ESG is short for Environmental, Social and Governance and is also known as Socially Responsible Investing.

Corporations often offer their own company stock inside their retirement plans and many employees take advantage of this opportunity. But can this be too much of a good thing? Can employees end up overweighted in their own company? Diversification is one of the best solutions for weathering the ups and downs in the stock market.